Installation guide

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Installation guide
Welcome!
If you have questions, we have answers.
Visit ecobee.com/Support/ecobee3 for tutorials, how-to
videos and FAQs.
Technical support is also available by email or by phone:
support@ecobee.com
1.877.932.6233 (North America)
1.647.428.2220 (International)
Compatible systems
ecobee3 works with most centralized residential heating
and cooling systems.
Heating:
up to 2 stages
Cooling:
up to 2 stages
Heat pumps: 1 or 2 stages + up to 2 stages auxiliary heat
Accessories: Dehumidifier, humidifier or ventilation device
3
Items included in box
A ecobee3 thermostat with
back plate and trim plate
B Remote Sensor and stand
C Power Extender Kit
(optional)
A
D
E
F
G
B
Large trim plate
Screws and drywall plugs
Information booklets
Double-sided adhesives
C
wire labels
Installation Guide
Quick Start Guide
D
4
E
F
G
Items you’ll need
A Phillips screwdriver
B Drill for mounting anchors with 3⁄₁₆ inch drill bit
A
B
Tip: Review all the instructions before you start to
ensure that there are no surprises during installation.
Tip: For accurate temperature readings, install your
ecobee3 in a conditioned space, on an interior wall, and
away from direct heat sources.
5
Overview of steps
Installing your ecobee3 home climate system is easy. Just
follow these steps and you’ll be done before you know it.
Step 1
page 8
Power off your HVAC system
Before doing anything else, power off your system.
Step 2
page 9
Label the wires
Label each wire with the provided stickers.
Step 3
page 11
Install Power Extender Kit
The PEK is not required for all installs. If you have a wire
labelled “C” or “common”, skip to step 4.
Step 4
page 14
Attach back plate to wall
Secure the back plate to your wall with the provided screws.
Step 5
page 16
Connect wires to ecobee3
Use the stickers from step 2 as a guide and insert the wires
into ecobee3 terminal blocks.
Step 6
page 18
Power on your HVAC system
Power back on your HVAC equipment. Your ecobee3 will
automatically power on and guide you through setup.
Step 7
page 19
Install remote sensor
Stand in front of your ecobee3 and pull the plastic tab
on the remote sensor to automatically connect it to your
thermostat.
6
Terminal descriptions
G
Fan
Rc
Cool transformer
Rh
Heat transformer
O/B
Heat pump reversing valve
Y
Y1, Y2: Used for 1 - 2 stages of conventional A/C
or 1 - 2 stages of heat pump compressor
W
W1, W2: Used for 1 - 2 stages of conventional heat
or 1 - 2 stages of auxiliary heat with heat pump
C
24VAC common
ACC
Accessory (+/-): Used for dehumidifiers,
humidifiers, ventilators, HRVs or ERVs
Warning! ecobee3 is designed for 24VAC with a 2A
maximum current. Do not connect it to line (high)
voltage or millivolt systems.
7
Step 1. Power off your HVAC system
Before doing anything else, power off your system. If your
HVAC equipment doesn’t have a master switch, go to your
circuit breaker box and turn off the breaker.
Verify that the equipment is off by attempting to adjust
the temperature your existing thermostat. The thermostat
will show the temperature change but your cooling or
heating should not come on.
Power off your system either
using the master switch or at
the circuit breaker box.
8
Note: If you don’t have an existing thermostat, skip to
step 3.
Step 2. Label the wires
Remove the cover from your old thermostat. Most snap off
easily but some may be attached by screws.
C
H
110/120V
Warning! If your old thermostat has 110/120V wires
capped with wire nuts, it is a high voltage system and is
not compatible with your ecobee3.
9
1. Look at the wires coming out of the wall. Take a
picture for reference.
2. Using the old thermostat base as a guide, label each
wire going into your old thermostat with the provided
stickers.
Discard any jumper wires
between Rh, Rc, or R. Your
ecobee3 does not need them.
RC RH G Y W C
3. If you have used the wire label C, please skip step 3
and proceed directly to step 4. If you have NOT used
the wire label C, proceed to Step 3: Install Power
Extender Kit (PEK).
Tip: If the wires have completely different labels, please
call ecobee support to help with wiring.
10
Note: The PEK is not required for all installs. If you have
a wire labelled “C” at your thermostat, skip to step 4.
Step 3. Install Power Extender Kit
(PEK)
Warning! This step requires you to work with wiring at
your HVAC Control Board. If you are not comfortable
working with your HVAC wiring, contact ecobee
customer support or hire a professional installer.
Some thermostats do not have a C-wire. The C-wire is
used to reliably provide power to the thermostat. In this
case, the PEK can use the existing wires to power your
thermostat.
At your utility closet
At your thermostat
R
G
Y
W
C
RC RH G Y W
HVAC
control board
Power
Extender Kit
Existing
thermostat wires
11
The PEK requires your system to have the following wires:
• 4 wires: W, Y, G, and R (or Rc or Rh), or
• 3 wires: Y, G, and R (or Rc or Rh)
1. Remove the cover panel from your HVAC equipment.
2. Locate the control board and take a picture of it for
reference.
3. Using the stickers provided, label the wires on the
control board leading to the thermostat.
Control board
R
G
Y
W
C
Furnace (cover panel removed)
Wires to thermostat
Tip: The control board will generally have R, G, Y, W, C
terminal designations.
12
Power Extender Kit cover
Power Extender Kit base
Pre-installed wires
to HVAC control board
Wires connecting
to thermostat
G
W
Y
C
W
R
W
G
Y
Y
G
R
R
4. Open up the PEK. It has two rows of terminals (one
side is for thermostat connections, the other side,
pre-wired, is for the control board connections).
5. Disconnect the wires from the control board and
reconnect them to the corresponding terminals on the
thermostat side of the PEK.
6. Using the wires provided with the PEK, connect the
terminals on the equipment side of the PEK to the
corresponding terminals on the control board.
7. Close the PEK and use the provided double-sided
tape on the back to mount it in a dry location that
doesn’t strain the wires. The PEK can be safely placed
on any free space on an inside wall of your HVAC unit.
8. Close the HVAC cover panel.
13
Step 4. Attach back plate to wall
1. Gently remove the old thermostat base by unscrewing
it from the wall. Make sure the wires do not fall back
into the wall.
2. Position the back plate of your ecobee3 on your wall,
using the built-in level to make sure it’s straight. Mark
the mounting holes on your wall in pencil.
3. Drill mounting holes for the drywall anchors.
4. The back plate must be used with a trim plate. If the
smaller trim plate does not cover the marks left by the
previous thermostat, you can attach the larger trim
plate instead.
Remove the back plate by gently
pushing the back of its left side
towards you.
14
Insert the back plate using the tabs
on the right as a guide. It will snap
into place when correctly inserted.
Secure the back plate
Use the drywall anchors and screws provided to secure
the back plate to the wall.
Tip: ensure the back plate is straight by centering the
bubble on the built-in level.
15
Step 5. Connect wires to ecobee3
Tip: If you are replacing an existing thermostat, use the
stickers as a guide when inserting the wires into the
ecobee3 terminal blocks.
The wires from the wall should plug easily into the terminal
blocks. To release a wire, press down on the lever.
When installed correctly, the release lever of the terminal
block will lower to indicate engagement. Tug on the wires
to ensure they are engaged in the terminal.
Warning! If you installed the PEK in step 3, the R (or
Rc or Rh) wire must connect to the Rc terminal on the
ecobee3, or the thermostat will not power on.
16
If you need help with the wiring, refer to the reference
diagrams at the back of this guide:
• For conventional heating and cooling systems, see
page 29.
• For heat pumps (air or geothermal), see page 30.
• For boilers or radiant heat systems, see page 31.
• For accessory devices like dehumidifiers, humidifiers,
or ventilators, see pages 32–35.
• For PEK installations, see page 36.
Attach thermostat
Push any excess wires back into the wall, and connect your
ecobee3 thermostat to the base.
17
Step 6. Power on ecobee3
Power your HVAC equipment back on. Your ecobee3 will
automatically power on. If your ecobee3 does not power
on, see page 27 for troubleshooting.
Follow the on-screen instructions. ecobee3 will guide you
through the setup, which includes:
• Equipment configuration (HVAC and accessories)
• Set your preferences (choose °F or °C, heating and
cooling setpoints, thermostat name)
• Set up wi-fi
• Register your ecobee3 online
hi
Tip: The settings on your ecobee3 can be changed at
any time from the main menu.
18
Step 7. Install remote sensor
Ordinary thermostats only read the temperature in one
location. ecobee3 uses multiple temperature readings from
remote sensors to deliver comfort more reliably.
Pair the sensor at the thermostat
1. To activate your remote sensor, ensure your ecobee3
is awake by standing in front of it or touching the
screen.
2. Pull the plastic tab on your remote sensor and it will
power on and connect to your ecobee3 automatically.
Stand in front of your ecobee3
and pull the plastic tab on the
remote sensor to automatically
pair it with your thermostat.
19
3. Your ecobee3 will detect your remote sensor and ask
you to name it. You can verify a successful connection
on your thermostat. If your sensor does not connect
with the ecobee3, simply remove the battery, wait
2 minutes, and re-insert the battery to restart the
detection process.
To access the battery, pop the
remote sensor back cover off
using the ridges provided.
To attach the remote sensor
stand, remove the smaller back
cover and pop the stand into
place.
20
To remove the remote sensor
stand, pull the base outwards.
Find a location
Place your remote sensor at a height of approx. 5ft / 1.5m
on an interior wall, away from direct heat/cool sources (eg.
fireplace, air vents, etc.) If the sensor is out of range of your
ecobee3 (approx. 45 ft / 13.7 m) the thermostat will show
N/A, meaning it cannot connect to the remote sensor. When
in range, they will automatically reconnect.
5ft
(1.5m)
Rotate sensor so bee points up
to the right.
Warning! Do not place the remote sensor in direct
sunlight, near vents or window openings, or in enclosed
areas such as drawers, closed cabinets or closets as this
will distort the temperature readings.
21
Install the remote sensor
Using the materials provided, install the remote sensor in
one of three ways:
Option 1.
Attach to a wall
using the screw
provided.
Option 2.
Attach to a wall
using the adhesive
provided.
Option 3.
Place on a flat
surface using the
stand provided.
Tip: For accurate occupancy and temperature sensing,
make sure your remote sensor has an unobstructed
view of the room, and can sense the ambient room
temperature (it cannot do so from an enclosed space).
22
Remote sensor features
Smart Home/Away
If your ecobee3 senses that you are home during your
scheduled Away period, or away during your scheduled
Home period, it will automatically override your schedule
to maximize comfort and savings.
Follow Me
Control your comfort by averaging the temperature of the
selected sensors that detect motion (Enabled) or all of
the selected sensors in your home, regardless of motion
(Disabled).
Comfort Wise
The ecobee3 has been designed to maximize user comfort
and control but also provide protection and peace of
mind. If the ecobee3 loses connectivity with the remote
sensor, or the temperature reading of the ecobee3 and
remote sensor differ by greater than a configured amount,
then the reading from that remote sensor will not be used
to determine the home temperature.
23
Remote sensor tips
Can I turn off the occupancy sensor?
You may want to sense temperature without tripping the
motion sensor. Select a location for your remote sensor
where it can sense the ambient room temperature, without
having a clear view of the room (turned away from the
room, or tucked behind your family portrait).
Storing your remote sensor
If you do not wish to use the remote sensor, delete it from
the ecobee3 sensors menu and disconnect the battery
before storing it. This will prevent the sensor from trying to
heat the inside of your storage closet!
Ideal locations
Have pets or curious children? To prevent your remote
sensor from being jostled or bumped off its stand, affix
your sensor to the wall using the adhesive or screw
provided, or simply place it out of reach.
24
Congratulations, you’re done!
Register your ecobee3 at ecobee.com to control it from
your smartphone, tablet or desktop, and to access free
online energy management tools.
Download the free ecobee3 mobile app on iTunes and the
Google Play store.
25
Menu options
To access the thermostat menu, touch the screen and
press
System
Selects mode of operation: heat/cool/auto/off, fan on/auto
Schedule
Configures temperature according to time and day
Comfort Settings
Configures temperature for different occupancy states
(Away, Home, Sleep)
Vacation
Configures temperature for a specific future time period
Settings
Configures display preferences (°F/°C, date, brightness),
wi-fi, and equipment operating parameters (thresholds,
sensors, etc)
Reminders
Displays any reminder or alert messages
About
Displays technical information about your thermostat
26
Troubleshooting
If your ecobee3 does not power on, please check the
following:
1. Check that all wires are properly inserted into the
terminal blocks at the thermostat. Tug on the wires to
ensure they are not loose.
2. Some HVAC equipment has a safety switch that cuts
off power to the equipment if the equipment cover
panel is not closed properly. Please ensure the cover
panel of the equipment is closed properly.
3. If you installed the PEK, ensure R wire is connected
to Rc only and G wire is inserted properly into the
terminal.
4. If you have a multi-meter, please check the AC voltage
between Rc and C or Rh and C and ensure it is 24V.
5. If your device still does not power on, please call
ecobee support at 1.877.932.6233 (North America),
1.647.428.2220 (International).
27
Wiring diagrams
The following pages provide wiring diagrams for common
HVAC equipment configurations.
Need help with your ecobee3 wiring? Find how-to videos
and tutorials on ecobee.com/HowTo
28
Conventional heating and cooling
(up to 2 stages each)
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
ACC–
Y1 Y2 C
Y1 Y2 W1 W2 R C G
Air conditioner
Furnace
Stage 2 heat and cool
if applicable
Note: Do not jumper Rc or Rh,
ecobee3 does this automatically.
R can go into either Rc or Rh
terminals on your ecobee3.
29
Heat pump (air or geothermal)
with auxiliary heat
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
O/B W1 W2 Y1 Y2 R C
Heat pump
Stage 2 compressor and
auxiliary heat if applicable
30
ACC–
O/B W1 W2 Y1 Y2 G
R
C
Air handler
Note: Do not jumper Rc or Rh,
ecobee3 does this automatically.
R can go into either Rc or Rh
terminals on your ecobee3.
Boiler or radiant system with air handler
and conventional cooling or heat pump
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
Air handler
ACC–
Y1 Y2 R C
G
Y1 Y2 C O/B*
W1 R W2
Air conditioner
or Heat pump
Boiler
Stage 2 heat and cool
if applicable
*Reversing valve for heat
pumps only
Note: Do not jumper Rc or Rh,
ecobee3 does this automatically.
R can go into either Rc or Rh
terminals on your ecobee3.
31
Accessory devices
The ecobee3 can control an accessory HVAC device like a
humidifier, dehumidifier, or ventilation device from its ACC
terminals.
Note: You will need to configure the accessory device when you
first power on your ecobee3.
2–wire accessory
(humidifier/dehumidifier/ventilator)
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
ACC–
R C
G
Y W
Furnace control board
32
Wire1 Wire2
Accessory
1–wire accessory
(humidifier/dehumidifier/ventilator)
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
*
ACC–
R C
G
Y W
Furnace control board
Wire 1
Accessory
*ecobee3 automatically connects Rc to ACC- when 1-wire configuration
is selected during accessory setup.
Warning! Damage may occur if accessory is connected
to ACC-.
33
1–wire/Integrated dehumidifier
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
ACC–
R C
G
Y W DEHUM
Furnace control board
*ecobee3 automatically connects Rc to ACC- when 1-wire configuration
is selected during accessory setup.
Warning! Damage may occur if accessory is connected
to ACC-.
34
*
HRV/ERV
RH
Rc
C
G
Y2
Y1
W2
(AUX2)
W1
(AUX1)
ACC+
O/B
ACC–
R C
G
Y W
Furnace control board
Wire1 Wire2
HRV/ERV
Note: To determine which wires from your ERV/HRV need to be
connected to the ACC+/ACC- terminals on your ecobee3, you
will need to refer to your ERV/HRV manual. The two wires will
be listed under configurations that enable “optional auxiliary
control for high speed fan” or “dry contact timer configuration”.
35
PEK thermostat wiring
ecobee3 terminals
The R wire needs
to go into the Rc
terminal on your
ecobee3
Rc
G
Y1
W1
(AUX1)
R
G
Y
W
Wires coming out the
wall and connecting to
HVAC equipment
PEK terminals
36
Approvals
This product was designed and built in accordance to RoHS
directive 2002/95/EC and contains no hazardous substances as
defined by this directive.
FCC Compliance Statement
This equipment has been tested and found to comply with the
limits for Class B digital devices, pursuant to Part 15 of the FCC
Rules. These limits are designed to provide reasonable protection
against harmful interference in a residential installation. This
equipment generates, uses, and can radiate radio frequency
energy and, if not installed and used in accordance with the
instruction manual, may cause harmful interference to radio
communications. However, there is no guarantee that interference
will not occur in a particular installation. If this equipment does
cause harmful interference to radio or television reception, which
can be determined by turning the equipment off and on, the user is
encouraged to try to correct the interference by one or more of the
following measures:
- Reorient or relocate the receiving antenna.
- Increase the separation between the equipment and receiver.
- Connect the equipment to an outlet on a different circuit from the
receiver.
37
- Consult the dealer or an experienced radio/TV contractor for
help.
To satisfy FCC/IC RF exposure safety requirements, a separation
distance of 8 inches (20 cm) or more should be maintained
between this device and persons. To ensure compliance, operation
at closer than this distance is not allowed.
FCC ID: WR9EBSTATZBE3
IC: 7981A-EBSTATZBE3
Warning: Changes or modifications not expressly approved
by ecobee Inc. could void the user’s authority to operate the
equipment.
3-Year Limited Warranty
ecobee warrants that for a period of three (3) years from the date
of purchase by the consumer (“Customer”), the ecobee3 (the
“Product”) shall be free of defects in materials and workmanship
under normal use and service. During the warranty period, ecobee
shall, at its option, repair or replace any defective Products, at no
charge. Any replacement and/or repaired device are warranted
for the remainder of the original warranty or ninety (90) days,
whichever is longer.
If the product is defective, call Customer Service at 1-877-9326233. ecobee will make the determination whether a replacement
product can be sent to you or whether the product should be
returned to the following address: ecobee Customer Service, 250
38
University Ave, Suite 400, Toronto, Ontario, M5H 3E5, Canada. In
the event of a failure of a Product, Customer may:
(a) if Customer did not purchase the Product directly from ecobee,
contact the third party contractor from whom the Product was
purchased to obtain an equivalent replacement product, provided
the contractor determines that the returned Product is defective
and Customer is otherwise eligible to receive a replacement
product;
(b) contact ecobee directly for service assistance at 1-877-9326233 and ecobee will make the determination whether an advance
equivalent replacement Product can be sent to Customer with
return shipping supplies (in which case a hold shall be put on
Customer’s credit card for the value of the replacement Product
until ecobee has received the defective Product). Product should
be returned to the following address: ecobee Customer Service,
250 University Ave, Suite 400, Toronto, Ontario, M5H 3E5, Canada.
If the returned Product is found by ecobee to be defective and
Customer is otherwise eligible to receive a replacement product,
no amount shall be charged to Customer’s credit card; or
(c) ship the defective Product directly to ecobee, in which case
Customer shall contact ecobee directly at 1-877-932-6233, so
ecobee can make the required shipping arrangements. Upon
receipt of the defective Product, ecobee will ship an equivalent
replacement product to Customer, provided the returned Product
is found by ecobee to be defective and Customer is otherwise
eligible to receive a replacement product.
39
This warranty does not cover removal or reinstallation costs
and shall not apply if the damages were found to be caused
by something other than defects in materials or workmanship,
including without limitation, if the Product:
- was operated/stored in abnormal use or maintenance conditions;
- is repaired, modified or altered, unless ecobee expressly
authorizes such repair, modification or alteration in writing;
- was subject to abuse, neglect, electrical fault, improper handling,
accident or acts of nature;
- was not installed by a licensed Heating Ventilating and Air
Conditioning (HVAC) contractor; or
- was installed improperly.
ecobee’s sole responsibility shall be to repair or replace the
Product within the terms stated above. ECOBEE SHALL NOT BE
LIABLE FOR ANY LOSS OR DAMAGE OF ANY KIND, INCLUDING
ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES
RESULTING, DIRECTLY OR INDIRECTLY, FROM ANY BREACH
OF ANY WARRANTY, EXPRESS OR IMPLIED, OR ANY OTHER
FAILURE OF THIS PRODUCT. Some US states and Canadian
provinces do not allow the exclusion or limitation of incidental or
consequential damages, so the above limitation or exclusion may
not apply to you.
ecobee’s responsibility for malfunctions and defects in materials
and workmanship is limited to repair and replacement as set forth
40
in this warranty statement. All express and implied warranties for
the product, including but not limited to any implied warranties
and conditions of merchantability and fitness for a particular
purpose, are limited to the three-year duration of this limited
warranty. No warranties, whether expressed or implied, will apply
after the limited warranty period has expired. Some US states
and Canadian provinces do not allow limitations on how long an
implied warranty lasts, so this limitation may not apply.
ecobee neither assumes responsibility for nor authorizes any other
person purporting to act on its behalf to modify or to change
this warranty, nor to assume for it any other warranty or liability
concerning this product.
This warranty gives you specific rights, and you may also have
other rights which vary from jurisdiction to jurisdiction. If you have
any questions regarding this warranty, please write to ecobee
Customer Service, 250 University Ave, Suite 400, Toronto, Ontario,
M5H 3E5, Canada.
41
We’re here to help
ecobee.com | support@ecobee.com | 1.877.932.6233
© 2014 ecobee Inc. All rights reserved. ecobee and the ecobee logo are
trademarks of ecobee Inc., registered in the U.S. and other countries.
Printed in China
EB-STATe3-01 ATH-5-0009-4
44
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